Zebra Smash - Real Financial Planners | Real Conversations
Episode 75 - Veres Technology Survey
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 1:13:22
- More information
Informações:
Synopsis
The new technology survey from Bob Veres and Joel Bruckenstein has some jaw-dropping findings. Can it possibly be true that only 7.8% of advisors use tax planning software? Find out which software solutions are up, which ones are down, and which ones you've never heard of have a surprising market share.